I saw a request about this in the thread in general questions but would like to make a formal request - When adding a new member manually, i.e. in admin view, to allow the list of options for Membership Level to be sorted so that the first one in the list is our preferred choice for new members. When we set up the Membership Levels we weren't aware of a problem we'd have when we added new members manually. Our primary Membership Level, which is the only level available to new members, is Regular. It happens to be 5th out of 6th, alphabetically. When our Membership chair adds a new member manually she occasionally forgets to select Regular from the drop down list and the new member is added with Membership Level equal to the first item in the list, which has different features including renewal dates and different membership fields. Then someone needs to find the problem later and ask her to fix it. Membership level is used in a number of saved searches and permissions so I'd rather not have to rename the levels just so that they appear in a better order for us when we add a new member manually. As a quick fix , if you could display more than just the first item in the list it might be more apparent to the administrator that a choice needs to be made here. With just the one item showing it is real easy to skip over.

We can now manually sort membership levels on the new member application form so we no longer have to use numbers to get the various levels in the desired order. However, if a member wants to change membership level, the levels on that form are not manually sortable. If you want the levels to be listed in the same (logical) order on the change-membership-level form as on the new member application, you still have to resort to the old number system, which pretty much negates the value of the spiffy new manual level sort "feature".

Please make the level ordering tools in the new member application and the membership level change form match. This inconsistency in functionality is troublesome.

I think I saw this mentioned in a different converstaion heading. I would love to be able to add expense reports to event reports. The whole move it over to excel isn't working well for me. We don't have quick books either.

It would be nice to record who we wrote expense checks to from our membership and for what, like an invoice payment that we make to them and for what. Then

1. The member would have easy record to yes, we did send you check number.....
- even cooler if we could just make it back to our members through the authorize.net payment system...

2. Then we could get a better handle on what the event actually costs and if our fees for the event cover the actual costs.

Basically, love the financial reports, but would like to add more info and management to it.

Thanks

Mich

Our organization has several events which offer members signup registration choices at the event. To create one invoice total all of the event items must be entered under a registration event. Items that members select and pay for online are registration, workshops, meals, memento's etc. When importing the invoices for the events into Quickbooks all event items go into a general account "events". We would like to be able to separate the payments on the invoice into sub categories, i.e. registration, workshops, meals etc. The only way we can do this not is to dig out a unique part of the event description and use the Quickbooks report filters.

Man...that is going to take forever! Can this be addressed in future so
we dont have to keep an bunch of past events?

From: Technical Support
Sent: Wed, 04 Jan 2012 16:11:01 -0500
To: hamnerja@sjhlex.org
Subject: [3A6-1697705F-9526] Overpayments
I see. Deleting an event deletes all its event registrations AND invoices linked to those registrations - they are interdependent. So now you have payments without corresponding invoices. Unfortunately the only way to handle this now is manually delete all these payments one by one.

Cheers,

Dmitry Buterin, Chief Apricot
Wild Apricot: Member Management Magic http://wildapricot.com
Web software for small associations and non-profits

From: hamnerja@sjhlex.org
Sent: Wed, 04 Jan 2012 15:17:35 -0500
To: Technical Support
Subject: Overpayments
I deleted an event from 2009. Now I have hundreds of "overpayment". What is the best way to address these overpayments? In the future, can the event details and the financials somehow run independent of each other?

WA should consider incorporating into the platform the ability to distribute social-media updates simultaneously with email 'newsletters' and other blasted communications. I envision the user programming into their social-media account information, and from the email-newsletter/communique-creation phase one would have the ability to add whichever social-media outlets they choose. From there, you would either send out the subject of the email and a link to the newsletter/communique as a default or it could be edited to fine-tune the blast to the different social-media outlets. Email newsletters/communiques could also have the ability to be 'Like'd or tweeted by readers, which would post to their wall or send a message referencing the subject line and linking to the newsletter/communique. Please reference Constant Contact's 'Simple Share' feature here http://search.constantcontact.com/services/index.jsp ...